Removing Assigned Packets

Removing Submitted or Approved documents will result in placements being unable to access their timesheets.

Overview

There may be times when you have assigned a packet to an employee by mistake or the employee doesn't need to complete all of the forms contained in a packet. This article will walk you through how to remove a packet entirely, or break the packet out into individual documents which can then be removed separately.

Steps

  1. Open the Employee record where the packet was assigned.



  2. Select Documents.



  3. From the Actions button, select Remove Packets.



  4. In the Remove Packets popup, select the packets you wish to remove.
  5. If you want to remove the packet and all the documents contained within, select Remove Selected Packets.
  6. If you want to keep the documents, select Remove Packets and Keep Documents.
    • From the document list, you can then choose the documents you wish to remove and then select Actions/# Selected > Clear and Remove to unassign the document.